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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,091 | $106,524-86.8% | $152,301-90.7% | $87,485-83.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.4%+12.2pp | 68.9%+25.7pp |
| Annual return | 30.89% | 26.89%+4.0pp | 80.50%-49.6pp | 26.06%+4.8pp |
| Employer contribution / active EE | $1,780 | $3,371-47.2% | $4,624-61.5% | $2,596-31.4% |
| Participant deferral / active EE | $3,367 | $6,525-48.4% | $8,004-57.9% | $4,274-21.2% |
| Admin fee / account holder | $684 | $8,287-91.7% | $14,398-95.2% | $7,775-91.2% |